Charitable Trusts

If philanthropy holds a special place in your heart, we can assist you in incorporating charitable giving into your estate plan. Our attorneys will explore tax-efficient methods, such as charitable remainder trusts and donor-advised funds, to maximize the impact of your charitable contributions while benefiting your estate.

A Charitable Remainder Trust allows you to provide income to yourself or your loved ones during your lifetime while designating the remaining assets to support charitable organizations upon your passing. We will work closely with you to establish a CRT that aligns with your financial goals and philanthropic vision, ensuring tax advantages and a sustainable source of income for you and your beneficiaries.

A Charitable Lead Trust allows you to make charitable contributions during your lifetime, receive a charitable deduction on formation and provide a future inheritance to your chosen beneficiaries. By setting up a CLT, you designate one or more charitable organizations to receive the trust's income for a specified period, then after the term of the trust, the Trust's assets come back to you as the grantor or pass to your loved ones. Our staff will help you structure a CLT that aligns with your charitable and wealth transfer goals.